About Financial Spectrum

Financial Planning - Sydney CBD - Gold Coast - Skype

Financial Spectrum is a boutique financial planning practice based in the Sydney CBD with a branch in the Gold Coast.  We are independently owned and hold our own Australian Financial Services Licence (AFSL 334400).  We are a team of professional financial planners and financial advisers who specialise in comprehensive financial planning services.  We are passionate about helping our clients reach their financial potential through wealth creation strategies, investment, budgeting and more.






Fee Only Financial Planning
Financial Spectrum is a fee based or fee only financial planning firm which means our clients pay us for our time and advice, we don't receive commissions.  We are fee for service because we believe that this helps to protect clients from  potential conflicts of interest. We are proud to have been fee for service financial planners since our inception.

Boutique, Independently Owned Financial Planning
At Financial Spectrum we believe in the value of comprehensive financial planning advice without ties to the big banks and product providers.  This is why we have our own Australian Financial Services Licence (AFSL) to give our financial planners the freedom to provide truly comprehensive financial planning advice.

Principal Members of the Financial Planning Association of Australia (FPA)
Financial Spectrum is a proud Principal Member of the Financial Planning Association.  As a Principal Member, we are committed to a code of ethics and high professional standards, over and above what is required by Australian law.
 

 

Book in for your free first meeting with one of our professional financial planners to see how we can help you create and manage your wealth.

 

 

 

 VOTE NOW for us in the 2010 Sydney Business Awards

 

 

Financial Spectrum is a Principal Member
of the Financial Planning Association
of Australia (FPA)